Impact of unlocking a file

Forum|Forum|5 years ago
July 4, 2021
2 replies
20 views

If I unlock a client file that was filed a while ago, will it automatically be impacted by any updates to proseries that were installed since filing, or only if I re-save the file? ( which I would not do.).

i.e is it safe to unlock any previously filed return to refer to it? or just stick to the .pdf that I made.

Thank you!

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Yes, it will automatically update. Whether you can then exit the file and when it asks if you want to Save and you choose NO and it goes back to the way it was originally filed.....Im not sure.

I just have a printed copy of the original on hand to refer back to.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

J

jnd2546Author

Level 5

Thank you Lisa.

That was my understanding so far and I have made .pdf of each return. Its just that the original return is easier to use for analysis and especially if you want to use it to do a proforma for the next tax year and save the proforma under a different name.

Don't see why it should update if you don't save it again??? Oh well.

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